"When the company reported Q3 earnings on Oct. 30, 2025, it beat on the top and bottom lines, with EPS of $1.95 vs. an estimated $15.7, and revenue of $180.17 vs. $177.80 estimated. Meanwhile, revenue from Amazon Web Services was $33 billion and revenue from advertising was $17.7 billion. Concerns about the company's enormous AI CapEx remain, but after the Q3 earnings call, the stock was rewarded by bullish investor sentiment, hitting its first record high since February 2025."
"In October 2025, leaked documents revealed that the company is aiming to replace around 600,000 Amazon jobs with robots, with the management team estimating that the effort could trim 30 cents off each item purchased via the e-commerce giant by 2027. Last July, the company deployed its 1 millionth robot while also deploying its new AI foundation model to power its robotic fleet."
"While certain business segments like smart home devices are lagging, others - namely AWS - are likely to contribute to the company being able to surpass $100 billion in operating income with the next two years. Emerging business segments add to that optimism. Amazon's recently announced plan to launch a proprietary AI model with advanced reasoning capabilities is set to compete with OpenAI's ChatGPT."
Shares of Amazon.com Inc. gained 1.18% over the past five trading sessions after a prior 4.24% gain, producing a one-year gain of 11.05% since the Nov. 3, 2025 all-time high. Q3 earnings on Oct. 30, 2025 beat estimates with EPS of $1.95 and revenue of $180.17 versus $177.80 estimated; AWS revenue was $33 billion and advertising revenue $17.7 billion. Leaked October 2025 documents show plans to replace about 600,000 jobs with robots, with management estimating a $0.30 per-item cost reduction by 2027. The company deployed its 1 millionth robot and an AI foundation model to power its fleet. Amazon plans a June launch of Nova, a proprietary AI model aiming for price-efficient advanced reasoning to compete with ChatGPT and other models. Large AI capital expenditures remain a concern even as AWS and emerging segments could lift operating income toward $100 billion over the next two years.
Read at 24/7 Wall St.
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